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Zurich Insurance Group

Fund awareness in adviser channels

Zurich’s global strength means they can partner with funds managers that are among the best in their field. And it’s these partnerships that enable them to provide intelligent investment options for any investment plan, tapping into each manager’s unique area of expertise.

The challenge

Working in collaboration with Zurich’s investment marketing team our challenge was to differentiate Zurich Investments Global Growth Fund and Small Companies Fund from competitors in a consistent compelling way that accurately positions the 
funds in a balanced portfolio as well as reflect the values of their clients.

Our approach

Developing a strategic approach for each of the funds based on competitor and audience insights helped inform the key messaging matrix including headlines, propositions and themes. This was then articulated and bought 
to life with an Australian style that aligned with Zurich’s advertising guidelines and applied to campaign touch points.

The result

The Small Companies campaign took out Integrated Campaign of the Year 
at the Annual Max Awards for Financial Marketing. Both campaigns ran back to back in multiple digital and print pieces include 
a cover take-over of the Financial Standard Magazine.



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